Level 10 - Champion Alumni
Joined the community 01-09-2015
Level 10 - Champion Alumni
Portland, OR Metro
Founder | Principal Consultant
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I have used a webhook in the past (from Hoosh, they have a free Excel Formula webhook you can use!) and it adds the two fields together whenever either value is changed. Let me kno...
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If you have a Filled Out Form program status, you could trigger off Program Status Changes, New Status = Filled Out Form. Then {{trigger.Name}} should work.What field are you tryin...
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Two ways:1) Smart list filter looks at "today" and the flow has a wait step of 20 days before sending the email2) (Preferred method) Use 2 filters: In Past Before 20 Days, In Past ...
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A few options:Try creating a new view to force the refreshClone the smart list and use the cloned versionTry removing a filter, loading the smart list, and then adding the filter b...
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Try this:Create a new email in Marketo (you'll delete it so don't worry about the template or anything). Edit the body of the email, and click Insert Token {...} in the top right o...
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{{lead.SFDC Id}}
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Miss my session at Summit? Here's a recap of my 7 steps to launching your first Account-Based Marketing strategy.Account-Based Marketing is here to stay. In the digital age, it’s e...
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I've seen this happen a few times. Try logging out and logging back in - it seems silly, but it has worked for me 9 times out of 10. If that doesn't work, I'd contact support.
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If it's something you'll reference other places (SFDC, RCE, etc) you could also create a field for the segment (e.g. Industry Segment where the value is populated by the name of th...
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It all depends on if/how you want to report on this. A couple questions to consider:Does sales care about leads who attended/visited booth at distributors' events? This question im...
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